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Jeffrey Blaine Kadavy

Trail Ridge Investment Advisors, LLC

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About Jeffrey Blaine Kadavy

Jeffrey Blaine Kadavy is a registered investment advisor representative with Trail Ridge Investment Advisors, LLC. Jeffrey Blaine Kadavy is also the President and Chief Executive Officer of Trail Ridge Trust Company, LLC. Jeffrey Blaine Kadavy has been in the industry since 2010 and has a series 66, series 7, and Series 24. Jeffrey Blaine Kadavy has experience working with a variety of clients, including corporations, individuals, and charitable organizations. Trail Ridge Investment Advisors, LLC provides a variety of advisory services, including financial planning, portfolio management for individuals, and portfolio management for businesses. The firm's main office is located in Fort Collins, Colorado.

Firm Information

Jeffrey Kadavy is currently registered with Trail Ridge Investment Advisors, LLC. Trail Ridge Investment Advisors, LLC is an investment advisor based in Fort Collins, CO with approximately $249.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, insurance companies, and charitable organizations. They specialize in working with high-net-worth individuals and businesses.
Trail Ridge Investment Advisors, LLC

2020 CARIBOU DRIVE

FORT COLLINS, CO 80525

$249.93M

Assets Under Management

21

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning subscription fees

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Jeffrey Kadavy’s Registration & Firm History

CO

06/08/2021 - Present

Trail Ridge Investment Advisors, LLC (FORT COLLINS CO)

CO

06/01/2010 - 04/09/2012

FIRST NATIONAL CAPITAL MARKETS (FORT COLLINS CO)

CO

02/02/2010 - 06/02/2010

PRIMEVEST FINANCIAL SERVICES, INC. (FORT COLLINS CO)

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Licenses & Designations

IA

Issued 01/04/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2010

Series 24 - General Securities Principal Examination

BC

Issued 02/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Blaine Kadavy.
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